Scheduling overview

Planner (Day and Week) and Table views, date navigation, drag to create/move/resize/reassign, and how to find shifts.

Last updated · 3 July 2026

Scheduling is your roster. It is where you create support shifts, assign workers, and review what was delivered. Open it from Schedule ›Scheduling .

Note

Scheduling respects your role. If your role cannot create, edit or assign shifts, the page shows “Read-only. Your role cannot create, edit, or assign shifts.” and the Add shift button and drag actions are hidden. If your account has no active provider workspace, you see “This user is not linked to an active provider workspace yet.” instead of the roster.

The two views

A toggle at the top right switches how the same shifts are displayed.

The Scheduling Planner in Week mode for the week of 29 June to 5 July 2026, one worker per row and one column per day, with the Planner/Table toggle and Add shift button at the top right, and the week navigation, Day/Week toggle and holiday-state filter below. — 1 Switch between Planner and Table views.
2 Add shift opens the create drawer.
3 Step the period, or jump to today.
4 Switch between Day and Week mode.
5 Filter public holidays by state.
6 Select a shift to open and edit it, or drag it to move it.

View	What you see
Planner	A drag-and-drop grid, one row per worker. Day mode shows a single day as an hour-by-hour timeline per worker; Week mode shows the whole week, one column per day, cards stacked inside each worker’s row. An Unassigned row always sits last, for shifts with no worker yet.
Table	A flat list of shifts with Date, Status, Time, Participant and Worker columns. Best for searching across a date range or filtering.

Tip

Ready to build your roster? Start with Create a shift, then Assign a worker.

Moving around the Planner

Step one day or one week at a time with the arrows either side of the date range, or select the calendar icon next to them to jump straight to a date. A Today button appears whenever you have navigated away from the current period.

Day and Week mode share a row of controls under the date:

Day / Week switches mode. This toggle is hidden on a phone, which is always Day mode; step through days with the tab strip instead of a Week grid.
6am – 8pm / 24 hours (Day mode only) sets how much of the day the timeline shows.
The state dropdown highlights public holidays for the chosen state on the visible day or week.

The Scheduling Planner in Day mode, one worker per horizontal row with an hour-by-hour timeline across the top, a shift chip on one worker's row, and the Unassigned row at the bottom.

Creating and moving shifts by dragging

The Planner has no separate “new shift” form on the grid itself: you create, move, resize and reassign shifts by acting directly on the grid.

Create: select and drag across an empty stretch of a worker’s row (Day mode) to paint a start and end time, or just click an empty spot for a default one-hour slot. In Week mode a click books a default 9am–10am slot on that worker’s day. Either way the Add shift drawer opens prefilled with that date, time and worker, shown as a removable “Will be assigned to <worker>” chip; finish the rest of the form and select Create shift as normal. Clicking or dragging in the Unassigned row creates a shift with no worker.
Move: drag an existing shift to a new time (Day mode) or a new day (Week mode). Drop it in a different worker’s row to reassign that worker in the same move; drop it in the Unassigned row to unassign it. A short pause after picking the shift up shows a live preview of the new time before you let go.
Resize: in Day mode, drag the left or right edge of a shift to change its start or end time. Week mode cards are click-only for timing; open the shift to change its duration precisely.
Open: select a shift without dragging it to open the Edit Shift drawer.

Note

A shift that has started (a worker clocked in, or provider travel began), is Approved, or is Cancelled shows a lock icon and cannot be dragged; open it in the editor instead. Moving a merely Published shift is allowed and re-notifies the worker, the same as saving a change in the edit form. If a move creates a warning, for example a worker availability conflict, you still see the move complete with a toast: “Shift moved with warnings: …”.

Finding shifts in the Table

Switch to the Table view to filter the roster. A period bar above the table steps through Day, Week, Month, Year or All (with the same jump-to-date and Today controls as the Planner), and four dropdowns narrow the list further:

Status narrows to a single shift status.
Type narrows to Direct support or Group support.
Participant narrows to one participant.
Worker narrows to one worker.

Select any row to open that shift.